About
Mark Ray currently serves as Senior Vice President of the retirement + wealth division and brings more than 20 years of experience in retirement planning. Mark is a Registered Fiduciary™. He guides businesses through the challenges of managing a successful retirement plan, using keen analytical, teaching, and interpersonal skills developed over the years in the industry. As a business owner himself, he understands the significant responsibility and liability associated with company sponsored retirement plans.
Mark’s extensive professional credentials include Chartered Retirement Plan Specialist (CRPS®), Accredited Investment Fiduciary (AIF®), Plan Sponsor Retirement Professional (PRP), DALBAR Registered Fiduciary (RF™), and Cash Balance Consultant (CBC). His consulting expertise includes regulatory plan compliance, complex plan design and fiduciary oversight.
